Your data’s safety is our top priority, that’s why we’re proudly ISO 27001:2022 certified – learn more

01628 487 766 Enquire today Knowledgebase
Actis
  • Home
  • Our Platform
    • Actis CRMActis is the market-leading pharmaceutical CRM system.Take a look
    • CRM Modules
      • Database
      • Campaign Management
      • Medical Information
      • Samples Management
      • Payment Compliance
      • Dashboards
      • Account Science
      • Remote Engagement
  • About us
  • Contact us
01628 487 766 Enquire today Knowledgebase
×
  • Home
  • Our platform
    • Actis CRMActis is the market-leading pharmaceutical CRM system.Take a look
  • CRM Modules
    • Database
    • Medical Information
    • Payment Compliance
    • Account Science
    • Campaign Management
    • Samples Management
    • Dashboards
    • Remote Engagement
  • About us
  • Contact us
  • Knowledgebase
  • Support: 01628 487 766
01628 487 766 Enquire today Knowledgebase

Add a formulary list

Account PlanningFormulary

Add a formulary list

Related topics
Add products to formulary Edit the formulary Delete a formulary
Translate
  • Español
  • Italiano
  • Français
  • Deutsch
  • Português
Back to Knowledgebase
  • Español
  • Italiano
  • Français
  • Deutsch
  • Português

Keep up-to-date with the formulary status of yours and your competitor products.

Create a new formulary list to show the review date and any other required information, then record details of your product followed by competitor products.

Open the account
Under the Navigation tab click Formulary
Under the Actions tab click Add List


List Name: Each formulary list must have a unique name. The default will be the account name. Click in the field and overtype to add your own formulary name
Next Review Date: Click the Calendar button and select the formulary review date
Adherence: Select from the drop-down options available
Click the Add button to create the formulary list. Once the list is created you can begin to add products.
Click the Save button to save the formulary to the account

Post navigation

Previous: Area of influence
Next: Add products to formulary

Contact

  • Call us
    01628 487 766
  • General Enquiries
    info@actisst.com
  • CRM User Support
    01628 401 376

Useful links

  • CRM5 Knowledgebase
  • FAQs
  • Contact us
  • About us
  • Security

Our platform

  • Database
  • Medical Information
  • Payment Compliance
  • Account Science
  • Campaign Management
  • Samples Management
  • Dashboards
  • Remote Engagement
Actis Logo

Actis Sales Technologies Ltd 
Jubilee House
Third Avenue, Globe Park 
Marlow, Buckinghamshire
SL7 1EY

  • t: 01628 487766
  • e: info@actisst.com
  • 
©2023 Actis Sales Technology | Designed & developed by Dolia | Cookies & Privacy Policy